Number of Shares
166,827.00
Current Holdings Value*
$8.25 Mil
% of Portfolio
4.06%
Total Estimate Gain
$972,150.95
% of Total Estimate Gain
11.72%

Aletheian Wealth Advisors LLC's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2025-06-30, Aletheian Wealth Advisors LLC held 166,827.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $8.25 Mil. This investment constitutes 4.06% of their stock portfolio, and Aletheian Wealth Advisors LLC now holds 0.01% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2022Q1. And since then Aletheian Wealth Advisors LLC has made 9 purchases of VWO, at an average price of $44.29, for a total of 187,333.00 shares. In addition, there have been 5 sales at an average price of $41.23 for 20,506.00 shares. Based on historical transaction data and VWO's current price of $50.49, Aletheian Wealth Advisors LLC's estimated gain on his VWO holdings is $972,150.95, reflecting a 11.72% gain to date.

Aletheian Wealth Advisors LLC VWO ($50.49) Holding Chart

Aletheian Wealth Advisors LLC VWO ($50.49) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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